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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,695 | $110,137+6.0% | $161,149-27.6% | $82,637+41.2% |
| Participation rate | 44.4% | 72.4%-27.9pp | 78.8%-34.4pp | 68.1%-23.6pp |
| Annual return | 14.64% | 20.69%-6.0pp | 21.16%-6.5pp | 53.51%-38.9pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,331 | $4,575-5.3% | $6,153-29.6% | $4,126+5.0% |
| Admin fee / account holder | $398 | $9,467-95.8% | $15,194-97.4% | $7,339-94.6% |